George Makranyi
George Makranyi is a registered investment advisor at Strategic Advisers LLC, based in Flint, MI, with 31 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Flint, MI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2008Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers, INC.
World Capital Brokerage, INC.Broker
World Capital Brokerage, INC.Broker
Wrp Investments, INC.Broker
Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
Ifmg Securities, INC.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Essex National Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.